CALIFORNIA APT ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA APT ASSOCIATION (EIN 95-2829075)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349305988
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T14:09:13-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 HIGHLAND POINTE DRIVE SUITE 450 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952829075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA APARTMENT ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9164477881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 NINTH STREET NO 1430 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS K BANNON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9164496437 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL C BAKER | PreparerPersonNm |
| PTIN | P00113525 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 16:57:09 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 21DD5A3332215CCB61E661C02E58732DF693F7B4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6061443673BECB92585441CD0C50E8BF2FB4CF32 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS K BANNON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 9TH STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,474,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CAANET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO REPRESENT THE ETHICAL MEMBERS OF THE RENTAL HOUSING INDUSTRY IN ALL ASPECTS OF GOVERNMENT AFFAIRS WITHIN THE STATE OF CALIFORNIA, AND TO PROVIDE INFORMATION, PRODUCTS AND SERVICES WHICH CONTRIBUTE TO THE SUCCESS OF THEIR BUSINESSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $726,289 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $33,198 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,958,110 | PYContributionsGrantsAmt |
| CY Contributions Grants | $60,695,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $763,005 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $892,458 | CYProgramServiceRevenueAmt |
| PY Investment Income | $91,646 | PYInvestmentIncomeAmt |
| CY Investment Income | $103,838 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,685,751 | PYOtherRevenueAmt |
| CY Other Revenue | $1,663,156 | CYOtherRevenueAmt |
| PY Total Revenue | $8,498,512 | PYTotalRevenueAmt |
| CY Total Revenue | $63,354,730 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $185,644 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $88,861 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,317,667 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,931,804 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,198,900 | PYOtherExpensesAmt |
| CY Other Expenses | $57,774,647 | CYOtherExpensesAmt |
| PY Total Expenses | $8,702,211 | PYTotalExpensesAmt |
| CY Total Expenses | $62,795,312 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$203,699 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $559,418 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,006,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,025,950 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,339,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,380,395 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,666,459 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,645,555 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION'S MISSION IS TO REPRESENT THE ETHICAL MEMBERS OF THE RENTAL HOUSING INDUSTRY IN ALL ASPECTS OF GOVERNMENT AFFAIRS WITHIN THE STATE OF CALIFORNIA, AND TO PROVIDE INFORMATION, PRODUCTS AND SERVICES WHICH CONTRIBUTE TO THE SUCCESS OF THEIR BUSINESSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EDUCATION PROGRAM: THE ASSOCIATION MAINTAINS AN ARRAY OF EDUCATIONAL COURSES (100) FOR ITS MEMBERS. THE ASSOCIATION'S ARRAY OF EDUCATIONAL COURSES INCLUDES; LEGAL, GENERAL ADMINISTRATION, MARKETING AND FACILITY MANAGEMENT ASSOCIATED WITH OWNING AND OR MANAGING RESIDENTIAL HOUSING AND APARTMENTS. THE ASSOCIATION'S EDUCATIONAL COURSES WERE UTILIZED BY MORE THAN 5,800 MEMBERS. THE ASSOCIATION ALSO OFFERED A MANAGEMENT CERTIFICATION PROGRAM THAT CONTRIBUTES TO GREATER PROFESSIONALISM WITHIN THE RENTAL HOUSING AND APARTMENT INDUSTRY. 390 MEMBERS COMPLETED THE CERTIFICATION PROGRAM AND ARE CERTIFIED BY THE ASSOCIATION. THE ASSOCIATION CONDUCTED 2 EDUCATIONAL CONFERENCE/TRADE SHOW ATTENDED BY 1,600 MEMBERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNICATION AND MEMBER SERVICES: THE ASSOCIATION PROVIDED EXTENSIVE COMPLIANCE GUIDANCE REGARDING THE MANAGEMENT AND OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY, INCLUDING: CALIFORNIA SPECIFIC "STANDARD OPERATIONAL FORMS" (200), THE "CALIFORNIA MANAGING RENTAL HOUSING REFERENCE BOOK", AN ARRAY OF COMPLIANCE PAPERS (110), NEWSLETTERS, PUBLICATIONS, BROCHURES, SIGNS AND OTHER REFERENCE MATERIAL TO ASSIST THE MEMBERS IN THE MANAGEMENT OF THEIR PROPERTIES. THE ASSOCIATION PROVIDES A COMPREHENSIVE WEBSITE THAT IS A PORTAL TO A VAST LIBRARY OF ASSOCIATION INFORMATION. THE CAA WEBSITE HAD APPROXIMATELY 620,000 VISITS TO ITS COMPLIANCE PAGES IN 2018. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVOCACY PROGRAM: THE ASSOCIATION IS RESPONSIBLE FOR MONITORING AND REPRESENTING THE RENTAL HOUSING INDUSTRY BEFORE THE STATE LEGISLATURE, STATE REGULATORY BODIES, THE COURTS AND NUMEROUS CITY GOVERNMENTS WITHIN THE STATE OF CALIFORNIA. THE ASSOCIATION ALSO PROVIDES A COMPREHENSIVE BROCHURE IN ENGLISH AND SPANISH - "RENTING: A USER'S MANUAL" THAT IS DISSEMINATED BY THE ASSOCIATION TO VARIOUS ELECTED OFFICIALS' OFFICES, AND ASSISTS BOTH OWNERS AND RESIDENTS TO UNDERSTAND THEIR RIGHTS AND RESPONSIBILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA MEADOWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164477881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 NINTH STREET NO 1430 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOSEPH A LAWTON JR | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARRY ALTSHULER | ||||||||
| PRESIDENT ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAURA KHOURI | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADAM GOLDFARB | ||||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SCOTT | ||||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA DAVID | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAKE MANASTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE RUEPPEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC ANDRESEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BISSELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN EUDY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELINDA GRAHAM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD GRANVILLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KRASZULYAK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA LABARGE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY LADRECH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN LAMSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT LINK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARJ MANCUSO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PIERCE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS SCROGGIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS SILVA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEREK STRADER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC TREITLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA WRAY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA ZELLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE COOMBS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MILLHAM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY BARROWS TO 122018 | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDALL CARAWAY TO 122018 | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN GAGAN TO 122018 | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS K BANNON | ||||||||
| CEO | 40.00 | Yes (X) | $375,964 | $0 | $27,105 | |||
| LAURA MEADOWS | ||||||||
| CONTROLLER | 40.00 | Yes (X) | $104,634 | $0 | $11,698 | |||
| DEBRA CARLTON | ||||||||
| SVP PUBLIC AFFAIRS | 40.00 | $234,987 | $0 | $22,491 | Yes (X) | |||
| JOSHUA HOWARD | ||||||||
| SVP NORTHERN CALIFORNIA | 40.00 | $212,187 | $0 | $16,487 | Yes (X) | |||
| SHANT APEKIAN | ||||||||
| VP PUBLIC AFFAIRS | 40.00 | $199,994 | $0 | $17,169 | Yes (X) | |||
| KEVIN PELLEGRINO | ||||||||
| SVP MEMBERSHIP AND MARKETI | 40.00 | $178,464 | $0 | $19,795 | Yes (X) | |||
| TOMMY THOMPSON | ||||||||
| SVP SOUTHERN CALIFORNIA | 40.00 | $156,791 | $0 | $13,391 | Yes (X) | |||
| JAMES LOFGREN | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $145,253 | $0 | $21,495 | Yes (X) | |||
| ANIL BABBAR | ||||||||
| VICE PRESIDENT OF PUBLIC A | 40.00 | $130,100 | $0 | $15,792 | Yes (X) | |||
| HEIDI PALUTKE | ||||||||
| VP COMPLIANCE EDUCATION | 40.00 | $141,203 | $0 | $9,525 | Yes (X) | |||
| WHITNEY BENZIAN | ||||||||
| VP PUBLIC AFFAIRS | 40.00 | $136,078 | $0 | $8,401 | Yes (X) | |||
| ANDREA MOSS | ||||||||
| MEMBER COMPLIANCE SERVICES | 40.00 | $128,675 | $0 | $25,848 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,144,330 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $209,197 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NIELSEN MERKSAMER PARRINELLO & LEONI LLP | |||||
| 1415 L STREET SUITE 1200 | SACRAMENTO | CA | 95814 | LEGAL CONSULTING | $1,013,681 |
| CALLAHAN PUBLIC AFFAIRS | |||||
| 1344 SAN CLEMENTE WAY | SACRAMENTO | CA | 95831 | RESEARCH CONSULTING | $229,553 |
| CHRIS J KENNEDY | |||||
| 2533 MCBRYDE AVENUE | RICHMOND | CA | 94804 | RESEARCH CONSULTING | $207,000 |
| TONY SICILIANI | |||||
| 3003 O STREET | SACRAMENTO | CA | 95816 | RESEARCH CONSULTING | $156,128 |
| FORZA COMMUNICATION | |||||
| 1901 45TH STREET | SACRAMENTO | CA | 95819 | RESEARCH CONSULTING | $148,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $4,993,237 | MembershipDuesAmt |
| Fundraising | $153,683 | FundraisingAmt |
| All Other Contributions | $55,548,358 | AllOtherContributionsAmt |
| Total Contributions | $60,695,278 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEETINGS AND EVENTS | 611600 | $527,007 | $527,007 |
| EDUCATION | 611600 | $365,451 | $365,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $892,458 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,838 | TotalRevenueColumnAmt |
| Exclusion | $103,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $55,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $153,683 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $102,594 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,994 | TotalRevenueColumnAmt |
| Exclusion | -$46,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $400,048 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $17,068 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $382,980 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ADMIN FEE | 541610 | $548,000 | $45,000 | $503,000 | |
| SPONSORSHIPS | 541900 | $492,422 | $492,422 | ||
| TENANT SCREENING | 531390 | $180,505 | $180,505 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,676 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,784 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,327,170 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,354,730 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,366,114 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $726,289 | UnrelatedBusinessRevenueAmt |
| Exclusion | $567,049 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,861 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,353,527 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,578,277 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $940,049 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,600 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,137 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,868,240 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,803,841 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,656 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,273 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,539 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,728 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,025 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| OTHER PAC EXPENSES | $4,555,948 |
| DUES AND SUBSCRIPTIONS | $350,257 |
| EQUIPMENT RENTAL, MAINT | $286,383 |
| BANK AND CREDIT PROCESS | $182,898 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,073 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,795,312 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,002 | BOYAmt |
| EOY | $854,539 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,704,275 | BOYAmt |
| EOY | $5,374,644 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,849 | BOYAmt |
| EOY | $433,528 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,865 | BOYAmt |
| EOY | $11,037 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,657 | BOYAmt |
| EOY | $119,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $304,872 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $218,328 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,250 | BOYAmt |
| EOY | $86,544 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,514 | BOYAmt |
| EOY | $146,182 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,006,412 | BOYAmt |
| EOY | $7,025,950 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,093,679 | BOYAmt |
| EOY | $464,865 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,274 | BOYAmt |
| EOY | $2,915,530 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,339,953 | BOYAmt |
| EOY | $3,380,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,164,398 | BOYAmt |
| EOY | $3,645,555 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,061 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,666,459 | BOYAmt |
| EOY | $3,645,555 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,006,412 | BOYAmt |
| EOY | $7,025,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $559,418 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$2,580,322 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $60,541,595 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $55,765,581 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$66,861 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $55,698,720 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $56,596,938 | AggregateReportedDuesNtcAmt |
| Taxable | -$898,218 | TaxableAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $304,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,328 | DepreciationAmt |
| Book Value | $86,544 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $86,544 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND SECTION 23701E OF THE CALIFORNIA REVENUE AND TAXATION CODE AND, THEREFORE, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ONLY ON NONEXEMPT MONIES EARNED. ACCOUNTING GUIDANCE ISSUED BY FASB PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION DID NOT HAVE UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2018 AND 2017 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. THE ASSOCIATION WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2018 AND 2017, THE ASSOCIATION HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT - TC | Event1Nm |
| Gross Receipts Event1 | $112,188 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $83,008 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,180 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,731 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,165 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,911 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,521 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT - IC | Event2Nm |
| Gross Receipts Event2 | $58,945 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $42,845 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,100 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,835 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,114 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $875 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,624 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $38,150 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $27,830 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,320 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $10,419 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,198 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,201 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $209,283 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $153,683 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $55,600 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,566 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $34,698 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,984 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,346 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,594 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$46,994 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HOUSING INDUSTRY FOUNDATION | |||||||
| 538 A VALLEY ROAD | MILPITAS | CA | 95035 | 943100671 | 501 (C)(3) | $25,000 | TO HELP INDIVIDUALS AND FAMILIES EITHER REMAIN IN OR RETURN TO STABLE HOUSING. |
| CIVIL JUSTICE ASSOCIATION OF CALIFORNIA | |||||||
| 1201 K STREET SUITE 1850 | SACRAMENTO | CA | 95814 | 942565764 | 501 (C)(4) | $27,500 | TO REDUCE EXCESSIVE AND UNWARRANTED LITIGATION. |
| ASSOCIATION OF CALIFORNIA CITIES - ORANGE COUNTY | |||||||
| 500 S MAIN STREET SUITE 410 | ORANGE | CA | 92868 | 800690293 | 501 (C)(3) | $5,150 | TO OFFER EDUCATIONAL OPPORTUNITIES ON HOUSING ISSUES TO LOCAL ELECTED OFFICIALS ON HOUSING POLICIES. |
| OAKLAND SCHOOL FOR THE ARTS | |||||||
| 530 18TH STREET | OAKLAND | CA | 94612 | 680463892 | 501 (C)(3) | $5,000 | TO SUPPORT THE PROVISION OF AN IMMERSIVE ARTS PROGRAM FOR STUDENTS IN GRADES 6-12. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PARTICIPATES ON THE GOVERNING BODIES OF MOST OF THOSE ENTITIES WHICH RECEIVE GRANTS FROM THE ASSOCIATION AND THUS MONITORS BOTH THE FINANCIAL AND PERFORMANCE STANDARDS OF THE RECIPIENT ORGANIZATIONS. IN SITUATIONS WHERE THE ASSOCIATION DOES NOT PARTICIPATE ON THE GOVERNING BODIES OF THE OTHER RECIPIENT ORGANIZATIONS, THE ASSOCIATION REVIEWS THE SUCCESS OF THE ENTITY(S) VIA QUARTERLY OR ANNUAL REPORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS K BANNON | ||||||||||||||
| CEO | $375,964 | $0 | $0 | $0 | $0 | $0 | $13,500 | $0 | $13,605 | $0 | $403,069 | $0 | $0 | $0 |
| DEBRA CARLTON | ||||||||||||||
| SVP PUBLIC AFFAIRS | $234,987 | $0 | $0 | $0 | $0 | $0 | $11,911 | $0 | $10,580 | $0 | $257,478 | $0 | $0 | $0 |
| JOSHUA HOWARD | ||||||||||||||
| SVP NORTHERN CALIFORNIA | $212,187 | $0 | $0 | $0 | $0 | $0 | $11,063 | $0 | $5,424 | $0 | $228,674 | $0 | $0 | $0 |
| SHANT APEKIAN | ||||||||||||||
| VP PUBLIC AFFAIRS | $199,994 | $0 | $0 | $0 | $0 | $0 | $10,562 | $0 | $6,607 | $0 | $217,163 | $0 | $0 | $0 |
| KEVIN PELLEGRINO | ||||||||||||||
| SVP MEMBERSHIP AND MARKETI | $178,464 | $0 | $0 | $0 | $0 | $0 | $8,946 | $0 | $10,849 | $0 | $198,259 | $0 | $0 | $0 |
| TOMMY THOMPSON | ||||||||||||||
| SVP SOUTHERN CALIFORNIA | $156,791 | $0 | $0 | $0 | $0 | $0 | $8,310 | $0 | $5,081 | $0 | $170,182 | $0 | $0 | $0 |
| JAMES LOFGREN | ||||||||||||||
| SENIOR VICE PRESIDENT | $145,253 | $0 | $0 | $0 | $0 | $0 | $7,694 | $0 | $13,801 | $0 | $166,748 | $0 | $0 | $0 |
| HEIDI PALUTKE | ||||||||||||||
| VP COMPLIANCE EDUCATION | $141,203 | $0 | $0 | $0 | $0 | $0 | $7,094 | $0 | $2,431 | $0 | $150,728 | $0 | $0 | $0 |
| ANDREA MOSS | ||||||||||||||
| MEMBER COMPLIANCE SERVICES | $128,675 | $0 | $0 | $0 | $0 | $0 | $6,766 | $0 | $19,082 | $0 | $154,523 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE MAY ACT IN PLACE AND STEAD OF THE CAA BOARD BETWEEN BOARD MEETINGS ON ALL MATTERS, EXCEPT THOSE SPECIFICALLY RESERVED TO THE BOARD BY THE BYLAWS. THE COMMITTEE SHALL OVERSEE THE CORPORATE AFFAIRS OF CAA. ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO AND RATIFIED BY THE BOARD BY MAIL OR AT THE NEXT BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE ELECTED OFFICERS(PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, SECRETARY, TREASURER); THE IMMEDIATE PAST PRESIDENT, A MEMBER APPOINTED BY THE PRESIDENT, THE CAAPAC CHAIRPERSON, AND CHAIRPERSONS OF STANDING COMMITTEES. THE EX-OFFICIO MEMBERS OF THE EXECUTIVE COMMITTE, WITHOUT THE RIGHT TO VOTE, SHALL BE THE CHAIRPERSON OF THE ASSOCIATION EXECUTIVES' COMMITTEE AND THE CAA CHIEF EXECUTIVE OFFICER. A MAJORITY OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM AT ANY DULY CALLED MEETING OF THE COMMITTEE. THE PRESIDENT SHALL CALL SUCH MEETINGS OF THE EXECUTIVE COMMITTEE AS THE BUSINESS OF THE CALIFORNIA APARTMENT ASSOCIATION MAY REQUIRE, OR A MEETING SHALL BE CALLED BY THE CHIEF EXECUTIVE OFFICER ON REQUEST OF TWENTY-FIVE PERCENT(25%) OF THE MEMBERS OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 6 | CAA HAS TWO(2) CLASSES OF MEMBERS: REGULAR MEMBERS AND ASSOCIATE MEMBERS. REGULAR MEMBERS SHALL BE COMPOSED OF RESIDENTIAL RENTAL PROPERTY OWNERS AND MANAGEMENT COMPANIES. ASSOCIATE MEMBERS ARE INDIVIDUALS OR ENTITIES WHO HAVE AN INTEREST IN THE GROWTH, PRESERVATION AND EXPANSION OF THE RENTAL HOUSING INDUSTRY. |
| FORM 990, PART VI, SECTION A, LINE 7A | REGULAR AND ASSOCIATE MEMBERS SHALL HAVE VOTING PRIVILEGES AS PROVIDED IN THE BYLAWS. THEY ARE OBLIGATED TO SUPPORT CAA AND ITS BYLAWS AND CODE OF ETHICS AND TO TAKE NO ACTION ADVERSE THERETO. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED AND DISCUSSED IN DETAIL BY MANAGEMENT TO MAKE CERTAIN THE INFORMATION IS COMPLETE AND ACCURATE. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND TO ANSWER ANY QUESTIONS THAT MAY COME UP DURING THE PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PERSONS COVERED BY CAA'S CONFLICT OF INTEREST POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE CHAIRMAN OF THE BOARD OF DIRECTORS ON A FORM PROVIDED BY THE ORGANIZATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE CHAIRMAN WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. THE ORGANIZATION'S CHIEF EMPLOYED EXECUTIVE AND CHIEF EMPLOYED FINANCE EXECUTIVE WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY THE OFFICERS OF THE BOARD WHICH MAKE UP THE COMPENSATION COMMITTEE. THE OFFICERS REVIEW ORGANIZATIONS OF SIMILAR SIZE AND REVENUE IN ADDITION TO OTHER TRADE ORGANIZATIONS TO DETERMINE WHAT A COMPARABLE COMPENSATION WOULD BE FOR THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL INFORMATION AVAILABLE TO THOSE THAT MAKE A WRITTEN OR VERBAL REQUEST THROUGH THEIR OFFICE. |
| FORM 990, PART XI, LINE 9: | GAAP DEPARTURE ADJUSTMENT -2,486,358. SAC VALLEY MERGER 12/31/17 NET ASSETS -42,477. SAC VALLEY MERGER JANUARY 2018 ACTIVITY 74,836. NET ASSETS RELEASED FROM RESERVES -173,770. ISSUES PAC PPA 47,447. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA RENTAL HOUSING SERVICES CORPORATION | ||||||||||||
| 980 9TH STREET STE 1430 | SACRAMENTO | CA | 95814 | 680333121 | ASSOCIATION MANAGEMENT | CA | CALIFORNIA APARTMENT ASSOCIATION | C | -$2,400 | $128,173 | 1.00000 | Yes (1) |
| CAA RENTAL HOUSING INSURANCE BROKERS INC | ||||||||||||
| 980 9TH STREET STE 1430 | SACRAMENTO | CA | 95814 | 260357063 | BROKERS INSURANCE | CA | CALIFORNIA RENTAL HOUSING SERVICES CORPORATION | C | $19,430 | $135,006 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAA RENTAL HOUSING INSURANCE BROKERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $503,000 | InvolvedAmt |
| Method Of Amount Determination | CASH RECEIPTS | MethodOfAmountDeterminationTxt |
Comments